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PVG is an insurance advisory and brokerage group offering integral solutions to private clients by combining expert knowledge and unparalleled service with best-in-class carriers.
As a small business PVG encourages their employees to reach their career goals in the insurance industry and are there every step of the way to assist in creating meaningful work and community involvement in Key Biscayne, FL. PVG is about protecting members of a community as well as their employees.
Position Summary
The Personal Lines Insurance Customer Service Representative is a full-time position responsible for supporting Account Managers in their daily duties and providing exceptional customer service to our private clients. This position provides prompt, efficient, and high-quality service to client-facing colleagues to assist with behind-the-scenes objectives.
Responsibilities
Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to their concerns
Document and process new policies, renewals, and endorsements
Follow up with the necessary contacts on items needed in order for policies to be issued
Prepare documents for presenting risks to market
Maintain timeliness and completeness when interacting with clients, the firm, and insurance company partners to minimize potential for errors and omissions claims
Look for opportunities to improve the firm, business segment and processes
Bring issues and discrepancies to appropriate leadership
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactory
Excellent written and verbal communication skills
Moderate knowledge of Microsoft Excel and Word
Ability to learn appropriate insurance company and firm software programs
Demonstrate firm’s core values, exuding behavior that is aligned with corporate culture
Personal Lines Insurance Experience: 2 years, preferred
Experience working in insurance, ideally with high-net-worth clientele, preferred
Experience working in a fast-paced environment
License/Education:
Current Florida 4-40 License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days
Language:
Must be fluent in Spanish and English
Location:
Full Time
09/30/2022
12/12/2022
newlevelresources.com
Camarillo, CA
25 - 50
The following is the career advancement route for Customer Service Representative positions, which can be used as a reference in future career path planning. As a Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Representative. You can explore the career advancement for a Customer Service Representative below and select your interested title to get hiring information.